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PivotBank

Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

Connector by pivotbank.appOfficial · Domain verified by the MCP Registry

IndexedLicense unknownRemote (HTTP)
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/pivotbank-app-pivotbank

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://pivotbank.app/mcp Remote (HTTP)

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About

Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

Reviews

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No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
3 read · 1 write · 0 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 4

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 3 · Look things up without changing anything.

  • check_statement_balances
  • list_supported_banks
  • summarise_spending

Write 1 · Create, change, send or run things.

  • convert_statement

Network hosts it talks to 1

  • pivotbank.app · found in remote endpoint, install command

Files it touches

  • Any path the agent passes to its tools

Tools (4)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • check_statement_balancesCheck that a bank statement adds upread-only

    Use this when the user asks whether a bank statement is complete, correct or genuine, or why its numbers do not add up. Reads the PDF and checks every row against the statement's own running balances: opening plus money in minus money out must land on the closing balance to the cent. Says whether it does, and names the rows where it breaks. Free with a PivotBank account.

  • convert_statementConvert a bank statement PDF to Excel, CSV, QuickBooks or Xero

    Use this when the user wants a bank statement or credit card statement PDF turned into a spreadsheet: Excel (xlsx), CSV, QuickBooks (QBO), Xero (OFX), Quicken (QIF) or JSON. Reads every transaction (date, description, money in, money out, balance) and checks them against the statement's own running balances, so the reading is proved rather than guessed. Saves the statement to the user's PivotBank account and returns a link to download it in any of those formats. Needs the user to sign in to PivotBank; agents may instead send a Pro API key as 'Authorization: Bearer pvb_live_...'.

  • list_supported_banksBanks recognised by nameread-only

    Lists the banks PivotBank recognises by name, for one country (ISO 3166 alpha-2, e.g. GB, US, ZA) or for all. A statement from a bank not listed still converts: the reader works from the layout, not a per-bank template.

  • summarise_spendingSummarise spending on a bank statementread-only

    Use this when the user wants to know where their money went from a bank statement PDF: money in and out, spending by category, top merchants and repeating payments such as subscriptions. Free with a PivotBank account.

Signals

Last release
Oct 2, 2026 (26 days ago)

Details

Registry name
app.pivotbank/pivotbank
Version
1.0.0
Auth
Auth not stated
License
License unknown
Website
pivotbank.app
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registry
Cite this page

PivotBank MCP server. Agent Mart. https://agentmart.dev/connectors/pivotbank-app-pivotbank (last updated 2026-10-24)